Operational Specialist

About the Company

InvestEngine is everything the modern investor should need. Unbeatable value, market-leading automation, and built for easy, long-term investing. We've built a strong foundation, have over £3 billion invested, award-winning service, and a passionate team — now we’re ready to scale.

About the Role

We’re looking for an Operations Specialist to join our Transfers team. You’ll ensure the safe and accurate handling of client money through daily reconciliations and the smooth processing of ISA transfers — protecting client assets, maintaining regulatory compliance, and giving customers confidence that their investments are managed with care and accuracy. This role is ideal for someone who’s rigorous, detail-oriented and process-driven, who investigates issues rather than waiting for them to resolve, and who thrives on getting things right first time under daily deadlines. You’ll work closely with our Operations and Client Services teams and with external counterparties (ISA providers), with the autonomy to own daily reconciliations and transfers end to end, escalating exceptions where needed.

Responsibilities

• Complete accurate daily reconciliations by the daily cut-off, maintaining a full audit trail
• Investigate and resolve reconciliation breaks, escalating exceptions where appropriate
• Process ISA transfers within SLA, keeping cases moving smoothly
• Resolve transfer rejections promptly, aiming to close them within 2 business days
• Process ISA History Forms (IHFs) accurately to maintain correct ISA allowance updates
• Collaborate with Operations, Client Services and external counterparties to progress cases without delays
• Continuously improve reconciliation and transfer processes to reduce breaks and operational risk

Qualifications

Strong attention to detail and process orientation; completes reconciliations and transfers without errors and keeps a clear audit trail

Required Skills

• Problem-solving ability; identifies and investigates breaks, and escalates when necessary
• Excellent time management; consistently meets daily cut-offs and regulatory deadlines
• Confident with Excel and reconciliation / operations platforms
• Clear communicator who shares information effectively across Operations, Client Services and external parties
• English fluency (C1 level and above) — we are a UK-based company, and the role involves regular communication with the team

Preferred Skills

• Experience in fintech, investment platforms, brokerage or wealth-management operations
• Familiarity with ISA transfer processes and the UK regulatory environment
• Experience using reconciliation platforms and ops tooling

Pay range and compensation package

Impact from day one. You’ll take on meaningful work from the start, protecting client money and directly improving investor outcomes.

Equal Opportunity Statement

We’re a lean, fast-moving team that values clarity, ownership, and transparency. You’ll have the freedom to experiment, the responsibility to follow through, and the backing of a team that values clear thinking and open dialogue. We believe in solving problems at the root, not just treating the symptoms.

How We Work

As we scale, you’ll have opportunities to expand your responsibilities, influence how we work, and help shape our long-term direction. We share decisions openly, keep communication channels clear, and encourage collaboration across every part of the business. Work alongside talented professionals who are experts in their fields — smart, driven, and generous with their knowledge. Georgia-based with flexibility. We focus on results and trust you to manage your time effectively around daily deadlines.

Our Hiring Process

• CV review by our Talent team
• Gamified cognitive assessment to understand how you think and problem-solve
• Test task — a short, practical exercise representative of the role
• Skills interview with the Transfers team
• Management interview to explore alignment with our culture, values, and ways of working